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Peloton Interactive

382 hedge funds and large institutions have $1.48B invested in Peloton Interactive in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $128M | Put options by funds: $82.3M

35% more capital invested

Capital invested by funds: $1.1B → $1.48B (+$385M)

2% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 386382 (-4)

3.46% less ownership

Funds ownership: 91.92%88.46% (-3.5%)

11% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 113

Holders
382
Holders Change
-4
Holders Change %
-1.04%
% of All Funds
5.49%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
62
Increased
101
Reduced
113
Closed
61
Calls
$128M
Puts
$82.3M
Net Calls
+$45.7M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
226
CIBC Asset Management
Ontario, Canada
$50.6K +$1.62K +412 +4%
AWA
227
Arkadios Wealth Advisors
Georgia
$50.6K -$884 -225 -2%
Allianz Asset Management
228
Allianz Asset Management
Germany
$50.1K +$42K +10,700 New
FTDI
229
First Trust Direct Indexing
Massachusetts
$49.1K -$37.7K -9,595 -48%
CIM
230
CIM Investment Management
Pennsylvania
$48.7K -$1.36K -347 -3%
MC
231
Moors & Cabot
Massachusetts
$48.7K -$982 -250 -2%
SDWMA
232
Schneider Downs Wealth Management Advisors
Pennsylvania
$48.3K
BCM
233
BluePointe Capital Management
California
$47.4K +$491 +125 +1%
CCM
234
Chiron Capital Management
Florida
$47.3K +$39.7K +10,110 New
JWWM
235
Johnson & White Wealth Management
Pennsylvania
$47K
SPS
236
Susquehanna Portfolio Strategies
Pennsylvania
$46.8K -$1.38M -350,943 -97%
Mercer Global Advisors
237
Mercer Global Advisors
Colorado
$46.6K +$10.5K +2,664 +33%
VWWMG
238
Vermillion & White Wealth Management Group
Pennsylvania
$38.6K +$31.4K +8,000 +3,200%
LC
239
Lindbrook Capital
California
$36.2K +$888 +226 +3%
Jones Financial Companies
240
Jones Financial Companies
Missouri
$34.1K +$12.6K +3,198 +82%
PAS
241
Point72 Asia (Singapore)
Singapore
$30.9K +$6.28K +1,597 +32%
MA
242
MCF Advisors
Kentucky
$28.8K
ACM
243
Aster Capital Management
United Arab Emirates
$26.4K +$22.1K +5,633 New
FFWM
244
Future Financial Wealth Management
Ohio
$23.4K +$19.6K +5,000 New
Comerica Bank
245
Comerica Bank
Texas
$22.3K +$4.45K +1,132 +31%
SPIA
246
Steward Partners Investment Advisory
New York
$21.3K +$3.01K +766 +20%
Nisa Investment Advisors
247
Nisa Investment Advisors
Missouri
$20.3K -$20.2K -5,144 -54%
Ohio Public Employees Retirement System (OPERS)
248
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.2K +$1.37K +348 +9%
Optiver Holding
249
Optiver Holding
Netherlands
$18.8K +$15.8K +4,013 New
PA
250
Parallel Advisors
California
$18.5K +$6.49K +1,652 +72%

PTON Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q3 2024, worth a combined $1.48B — up 35% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new PTON positions and 61 closed out — a net gain of 1 holder — while 101 added to existing stakes and 113 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $22.2M. The largest seller was Capital World Investors, cutting an estimated $72.8M.

  • 382 institutional investors held Peloton Interactive (PTON) as of Q3 2024, down from 386 in Q2 2024.
  • Funds reported $1.48B of Peloton Interactive stock for Q3 2024, up 35% quarter-over-quarter.
  • 62 funds opened new Peloton Interactive positions in Q3 2024 and 61 closed out, a net change of +1 holder.
  • The largest Peloton Interactive buyer in Q3 2024 was D.E. Shaw & Co, an estimated $22.2M added.
  • The largest Peloton Interactive seller in Q3 2024 was Capital World Investors, an estimated $72.8M sold.

Based on aggregated 13F filings for Q3 2024.